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2018 Gathering Conference: June 24 - 26, 2018

University of California - Santa Barbara

Registration to open January 22, 2018

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Registration opens on Monday, January 22 for all FPA members,
and on Monday, January 29 for all non-members.

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering. This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting. We welcome all members of the financial planning community to join the conversation and experience the pulse, passion and vision of the next generation of financial planners. ​​

Conference Highlights​

2018 will feature Elizabeth Jetton and Michael Branham as our conference hosts and facilitators. This year's theme will be "Grow Together" and will allow conversations to center around personal and professional growth, the remarkable history and future of the financial planning profession, and provide attendees with guided/supported discussions leaning on some of our profession's most successful planners acting in "Profession Ambassador" roles. Additionally, attendees will have the option to receive a minimum of 2 CFP CE credits, with the ability to complete all available CFP CE during or after the conference (total hours TBD). 

If you are seeking support in presenting this conference to your employer, your 2018 NexGen leaders have outlined some reasons​ that you are welcome to use! We think Gathering is such a great conference that if your employer isn't convinced, we want to help. Email or call 303-759-4900, and we will guide you or your employer through the benefits of FPA NexGen Gathering.​


​​All of our 2018 scholarships will be awarded by January 22, 2018. We had a record number of scholarship applications this year, so thank you to everyone who helped spread the word and shared your stories around the impact that NexGen Gathering has had on your career. We appreciate you and all that you do for our profession! Scholarship winners will be notified individually and announced here on Monday, January 22. Information on NexGen Gathering Scholarship​ application deadlines and requirements for 2019 will be available in the coming weeks. To support the NexGen Community's ability to award three scholarships per year, we are always accepting donations via this form​​Please send completed forms to​.  ​

FPA NexGen Gathering 2018 Partners

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Several sponsorship opportunities are available. Contact Jessica Flynn:​ to learn more.